#SECUREACT - Twitter Hashtag

about 20 hours ago

Why didn’t @realDonaldTrump fix the #SecureAct Specifically, if my kids inherit my Roth accounts they have to remove the money in 10 years & only can put it into a taxable accounts. They should be allowed to keep it in a Roth for future security & generational wealth.

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ReadyAimRetire.com @ReadyAimRetire

3 days ago

Inherited an IRA? You might be sitting on a hidden tax trap. ⚠️💼 Learn the ins and outs of the 10-year rule and avoid costly mistakes. Tune into our latest video to plan your way to savings! #IRATips #SecureAct #RetirementPlanning #SmartInvesting

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Trusted Benefits Group Insurance Agency @trusted_agency

5 days ago

Retirement rules changed in your favor! SECURE Act 2.0 makes annuities more flexible. Don't leave money on the table. Call 281-930-5944 to see how these rules affect your plan. 📈 Did you know the SECURE Act 2.0 changed the age for RMDs? #Retirement #Annuity #SecureAct

trusted_agency's tweet photo. Retirement rules changed in your favor! SECURE Act 2.0 makes annuities more flexible. Don't leave money on the table. Call 281-930-5944 to see how these rules affect your plan. 📈

Did you know the SECURE Act 2.0 changed the age for RMDs? #Retirement #Annuity #SecureAct https://t.co/0AaHMwKdk6

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SHSFU

@SHSFU2

21 days ago

@AZSecretary Nobody believes mail in votes are legitimate. We need Trumps executive order and the #Secureact

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ASPPA @ASPPA

23 days ago

Join us next week as we explore ACP safe harbor provisions, cross-tested plan design approaches, and the impact of SECURE Act updates and QACA rules. Register: https://t.co/YP56ye7kRq #SafeHarbor401k #SecureAct #401kPlans #ERISA

ASPPA's tweet photo. Join us next week as we explore ACP safe harbor provisions, cross-tested plan design approaches, and the impact of SECURE Act updates and QACA rules.

Register: https://t.co/YP56ye7kRq
#SafeHarbor401k #SecureAct #401kPlans #ERISA https://t.co/bdGuahzLij

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Ed Slott and Company @theslottreport

about 1 month ago

The #SECUREAct reshaped the rules for inherited #IRAs and beneficiary required minimum distributions (#RMDs) — but confusion still remains years later. Today’s Slott Report breaks down the key rules and timelines with a simple beneficiary RMD cheat sheet designed to help keep everything straight. Read more here: https://t.co/DbSKsT6Klo

theslottreport's tweet photo. The #SECUREAct reshaped the rules for inherited #IRAs and beneficiary required minimum distributions (#RMDs) — but confusion still remains years later.

Today’s Slott Report breaks down the key rules and timelines with a simple beneficiary RMD cheat sheet designed to help keep everything straight.

Read more here: https://t.co/DbSKsT6Klo

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NTSA403B @NTSA403B

about 1 month ago

Q: What are the exceptions to the paper benefit statement rule contained in Section 338 of SECURE 2.0? A: https://t.co/xZwMAbqb3n #RetirementPlanning #SecureAct #RetirementSavings #Secure20

NTSA403B's tweet photo. Q: What are the exceptions to the paper benefit statement rule contained in Section 338 of SECURE 2.0?

A: https://t.co/xZwMAbqb3n

#RetirementPlanning #SecureAct #RetirementSavings #Secure20 https://t.co/ScvJng4aV6

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Plootus @WearePlootus

3 months ago

A recent report highlights new research from the Pension Research Council at the Wharton School — and the findings may surprise plan sponsors and participants alike: #401k #RetirementPlanning #FinancialWellness #PlanSponsors #SECUREAct #DCPlans https://t.co/jWNkqAYfbu

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Ed Slott and Company @theslottreport

3 months ago

Big changes. Complex rules. Smarter strategies. Get the clarity you need at the 2-Day Instant #IRA Success Workshop with Ed Slott & Company—live in Brooklyn, NY (July 9–10, 2026). 📚 #SECUREAct 2.0 📉 Updated #RMD rules 🧾 The One Big Beautiful Bill Act (#OBBBA) �� $500 Early Bird savings ends Friday, March 27 at midnight ET Use code EARLYBIRD before it’s gone. 👉 Register now: https://t.co/Z8yGP0IlMn

theslottreport's tweet photo. Big changes. Complex rules. Smarter strategies.

Get the clarity you need at the 2-Day Instant #IRA Success Workshop with Ed Slott & Company—live in Brooklyn, NY (July 9–10, 2026).

📚 #SECUREAct 2.0
📉 Updated #RMD rules
🧾 The One Big Beautiful Bill Act (#OBBBA)

🚨 $500 Early Bird savings ends Friday, March 27 at midnight ET
Use code EARLYBIRD before it’s gone.

👉 Register now: https://t.co/Z8yGP0IlMn

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Ed Slott and Company @theslottreport

8 months ago

Many employers and plan recordkeepers are racing to comply with the new #SECUREAct 2.0 rule requiring high-income employees to make catch-up contributions to #Roth accounts. In today’s Slott Report, IRA Expert Ian Berger, JD, answers key questions about this new mandatory Roth catch-up rule. Learn more: https://t.co/zn3SsV7zqM

theslottreport's tweet photo. Many employers and plan recordkeepers are racing to comply with the new #SECUREAct 2.0 rule requiring high-income employees to make catch-up contributions to #Roth accounts.

In today’s Slott Report, IRA Expert Ian Berger, JD, answers key questions about this new mandatory Roth catch-up rule.

Learn more: https://t.co/zn3SsV7zqM

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Ed Slott and Company @theslottreport

8 months ago

Big changes are coming to #retirement planning—and you need to be ready. From the #SECUREAct 2.0 to new #RMD rules and the One Big Beautiful Bill Act (#OBBBA), the retirement rulebook is being rewritten. Join Ed Slott & Company live in Las Vegas February 12–13, 2026 Designed for #financial professionals and retirement-minded individuals. Stay current. Stay compliant. Stay ahead. Learn more and register here: https://t.co/g1EzXDmPNw

theslottreport's tweet photo. Big changes are coming to #retirement planning—and you need to be ready.

From the #SECUREAct 2.0 to new #RMD rules and the One Big Beautiful Bill Act (#OBBBA), the retirement rulebook is being rewritten.

Join Ed Slott & Company live in Las Vegas
February 12–13, 2026

Designed for #financial professionals and retirement-minded individuals.

Stay current. Stay compliant. Stay ahead.

Learn more and register here: https://t.co/g1EzXDmPNw

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Ed Slott and Company @theslottreport

9 months ago

🎰 Vegas, your #retirement playbook just changed. Are you ready? New laws like the #SECUREAct 2.0, #RMD rule updates, and the One Big Beautiful Bill Act (#OBBBA) are reshaping retirement planning. 🗓 Feb 12–13, 2026 📍 Las Vegas – LIVE with Ed Slott & Company 🎓 Tailored sessions for financial pros & retirement-focused individuals 👉 Don’t roll the dice on outdated info. 🔗 Register now: https://t.co/g1EzXDmPNw

theslottreport's tweet photo. 🎰 Vegas, your #retirement playbook just changed. Are you ready?

New laws like the #SECUREAct 2.0, #RMD rule updates, and the One Big Beautiful Bill Act (#OBBBA) are reshaping retirement planning.

🗓 Feb 12–13, 2026
📍 Las Vegas – LIVE with Ed Slott & Company
🎓 Tailored sessions for financial pros & retirement-focused individuals

👉 Don’t roll the dice on outdated info.

🔗 Register now: https://t.co/g1EzXDmPNw

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Ed Slott and Company @theslottreport

9 months ago

In today's Slott Report , our #IRA Expert, Ian Berger, JD, discusses the IRS confirmation that company #retirement plans must comply with #SECUREAct 2.0's mandatory #Roth catch-up rule as of January 1, 2026. Find out more here: https://t.co/hURCiEHzAA

theslottreport's tweet photo. In today's Slott Report , our #IRA Expert, Ian Berger, JD, discusses the IRS confirmation that company #retirement plans must comply with #SECUREAct 2.0's mandatory #Roth catch-up rule as of January 1, 2026. Find out more here: https://t.co/hURCiEHzAA https://t.co/IZbMvcxu0e

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Ed Slott and Company @theslottreport

10 months ago

🚨 Advisors & savers — big #retirement rule changes are here! Between #SECUREAct 2.0, new required minimum distribution (#RMD) rules, and the One Big Beautiful Bill Act (#OBBBA), it's a lot to navigate. 👨‍🏫 Learn from the experts at Ed Slott & Company: 📍 Online | Sept. 17–18, 2025 📍 Las Vegas | Feb. 12–13, 2026 Don’t get left behind! Learn more and register now: https://t.co/g1EzXDmPNw

theslottreport's tweet photo. 🚨 Advisors & savers — big #retirement rule changes are here!

Between #SECUREAct 2.0, new required minimum distribution (#RMD) rules, and the One Big Beautiful Bill Act (#OBBBA), it's a lot to navigate.

👨‍🏫 Learn from the experts at Ed Slott & Company:
📍 Online | Sept. 17–18, 2025
📍 Las Vegas | Feb. 12–13, 2026

Don’t get left behind! Learn more and register now: https://t.co/g1EzXDmPNw

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Ed Slott and Company @theslottreport

11 months ago

Think your #retirement is #tax-proof? Think again. On Erin Talks Money, Ed Slott gives his insights on how taxes could derail your retirement — and what to do now to stay ahead. Expert tips on: RMD traps #Roth strategies #SECUREAct changes And fixing common IRA blunders Watch the full video here: https://t.co/MqCVj6Erel

theslottreport's tweet photo. Think your #retirement is #tax-proof? Think again.

On Erin Talks Money, Ed Slott gives his insights on how taxes could derail your retirement — and what to do now to stay ahead.

Expert tips on:

RMD traps

#Roth strategies

#SECUREAct changes

And fixing common IRA blunders

Watch the full video here: https://t.co/MqCVj6Erel

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Ed Slott and Company @theslottreport

11 months ago

Big changes = big opportunities. The One Big Beautiful Bill Act (#OBBBA) is here — are you ready to adapt? 💻 Join us virtually (Sept. 17–18, 2025) or LIVE in Las Vegas (Feb. 12–13, 2026) 🔎 Get caught up on #OBBBA, #RMD, and #SECUREAct 2.0 💡 Learn real-world strategies from Ed Slott and his expert team Use code EARLYBIRD for $500 off: https://t.co/g1EzXDmPNw

theslottreport's tweet photo. Big changes = big opportunities.

The One Big Beautiful Bill Act (#OBBBA) is here — are you ready to adapt?
💻 Join us virtually (Sept. 17–18, 2025) or LIVE in Las Vegas (Feb. 12–13, 2026)

🔎 Get caught up on #OBBBA, #RMD, and #SECUREAct 2.0
💡 Learn real-world strategies from Ed Slott and his expert team

Use code EARLYBIRD for $500 off: https://t.co/g1EzXDmPNw

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ASPPA @ASPPA

11 months ago

Tackle the latest in qualified plans! The 2025 ERISA Outline Book has updates on automatic enrollment, SECURE 2.0, and more. Order now in print or digital! https://t.co/8WWuRIlMBB #ERISA #SECUREAct #RetirementSavings

ASPPA's tweet photo. Tackle the latest in qualified plans! The 2025 ERISA Outline Book has updates on automatic enrollment, SECURE 2.0, and more.

Order now in print or digital! https://t.co/8WWuRIlMBB

#ERISA #SECUREAct #RetirementSavings https://t.co/hbM7kyu4lK

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Ed Slott and Company @theslottreport

11 months ago

Day 2 of our #InstantIRASuccess workshop is starting off strong with the man himself, Ed Slott, discussing #Roth #IRA conversion planning after the #SECUREAct!

theslottreport's tweet photo. Day 2 of our #InstantIRASuccess workshop is starting off strong with the man himself, Ed Slott, discussing #Roth #IRA conversion planning after the #SECUREAct! https://t.co/Wf8yWGIwtL

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FedAdvisory

@FedAdvisory

12 months ago

💸 Under secure 2.0, some catch-up contributions must now go into a roth — a major shift for high earners planning their retirement. know how this change affects your tsp strategy. 🔒📊 #tsp #secureact #rothcontributions #catchupcontributions #retirementplanning #fedweek #federalemployees #financialplanning #rothtsp #secure20 Read more here: https://t.co/4mraoiBOhX